Plan Snapshot
- Plan Sponsor: Ace Relocation Systems, INC.
- Sponsor EIN: 910652945
- Sponsor Address: 5608 EASTGATE DR, SAN DIEGO, CA, 921212816
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 249 | $20.9M | $661,961 | $1.2M |
| 2023 | 235 | $17.9M | $304,172 | $1.1M |
| 2022 | 258 | $14.8M | $280,987 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MATRANGA & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $83,536 | $20,018 | $63,518 | — | — |
| 2023 | $65,873 | — | — | — | — |
| 2022 | $86,746 | — | $80,515 | — | $5,596 |